tag:blogger.com,1999:blog-7004453.post3469890755054223556..comments2017-08-07T19:02:11.214+05:30Comments on Understanding and applying value investing principles: The Hangover from bull marketsRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7004453.post-54581760177724332102017-04-16T12:00:16.116+05:302017-04-16T12:00:16.116+05:30Your point is valid Rohit. The market have moved u...Your point is valid Rohit. The market have moved up a lot in recent months. Even I was deliberating few weeks back on whether on invest more at current levels or not. If I look at various factors, like political stability in India(at least next 7 years), Recent measures taken to reform the economics as well as politics(to certain extent) of the country, lack of similar growth opportunities in other countries etc etc... I do not find a reason to let loose my portfolio or stop looking for further buying. But I agree that it becomes difficult to find the right stocks at right valuations in these markets, specially for the value investors. So one has to step up his /her risk quotient and determine which stocks to invest in. <br /><br />I would still be a buyer in the market, but without letting myself too loose on the yardsticks for stock picking. Emotions should be kept aside.Rajeshnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-33192624849500791722017-04-14T13:28:41.486+05:302017-04-14T13:28:41.486+05:30Nice read sir !Nice read sir !Dheeraj Dadhichhttps://www.blogger.com/profile/04801214635832649840noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-85559917019374587152017-04-14T09:53:54.797+05:302017-04-14T09:53:54.797+05:30Rohit, you are completely missing the point!
We h...Rohit, you are completely missing the point!<br /><br />We have a great PM who has got us the GST and is pursuing the black money with demonetization and IT / ED raids. India ranks better in terms of ease of doing business. In fact, the government has gone so far as defining a new mechanism for calculating the GDP. We can expect an 8+% growth rate for decades to come and &quot;achchhe din&quot; for the man on the (Dalal) street. Stocks always do well in the long run and no valuations are high enough when the country has such a long runway ahead. THIS TIME IT IS TRULY DIFFERENT.<br /><br />Only that the more things change the more they remain the same! Whether or not all of this translates into anything meaningful has not been considered. Of course, no questioning of the valuations is acceptable because nobody would want to spoil the party! You just need to follow the online forums to realize how happy some people are and how jealous their friends are. So expect the frenzy to continue.<br /><br />And then one day, there will be a tiny-winy event causing a small-time sell-off and suddenly people would like to protect their gains. And the rest would be history...Luckyhttp://indiapersonalfinance.blogspot.in/noreply@blogger.com